Market Commentary: Seven Important Things to Remember In 2025
“Stocks take the escalator up, but the elevator down.” Old investing maxim
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How to Leverage Tax-Advantaged Accounts in 2023
Kevin Oleszewski, CFP®, MST, EA, Senior Wealth Planner As you’re setting your new year’s goals, one that should top everyone’s list is increasing your savings. After all, we’ve recently seen inflation at work, reminding us that even everyday essentials can bust budg …
SECURE 2.0 Act Aims to Increase Retirement Savings for Americans
By Jamie Hopkins, Managing Partner, Wealth Solutions The SECURE 2.0 Act has passed, making it the largest retirement legislation since the original Secure Act hit in the late 2019.
Market Commentary: Why 2023 Should Bounce Back
Why 2023 Should Bounce Back We hope everyone had a great holiday season, and we wish everyone a safe and happy New Year!
A Look Ahead to 2023
Nobody knows with complete certainty what 2023 will bring for your finances, but we have some educated guesses. Learn about how 2022 events might impact your 2023 in our on-demand webinar A Look Ahead to 2023 with Carson’s Senior Wealth Planner Kevin Oleszewski CFP®, MST, EA.
Market Commentary: The Good. The Bad (But Not That Bad). And the Ugly.
Various measures of inflation continue to track lower, likely opening a path for the Fed to stop its aggressive rate hiking cycle. Consumer prices continue to fall quickly, suggesting inflation is steadily trending lower. The consumer has been extremely strong this year, but recent retail s …
Market Commentary: When Will the Santa Rally Start?
When Will the Santa Rally Start? Last week was rough for equity markets. The S&P 500 Index fell 3.4%. As we noted, December is historically strong for stocks, and we don’t expect 2022 to be any different. It has been the third best month for the S&P 500 since 1950 (April and Novemb …
